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Panoramic Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Panoramic Investment Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$226K Buy
+7,088
New +$214K 0.17% 103

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Panoramic Investment Advisors's DFAC Position: Q1 2024 in Review

Panoramic Investment Advisors opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q1 2024: 7,088 shares worth $226K. The stake represents 0.17% of the portfolio and ranks #103 among its holdings.

800 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • Panoramic Investment Advisors held 7,088 shares of Dimensional US Core Equity 2 ETF worth $226K as of Q1 2024.
  • Dimensional US Core Equity 2 ETF was a new Panoramic Investment Advisors position in Q1 2024.
  • Dimensional US Core Equity 2 ETF made up 0.17% of Panoramic Investment Advisors's portfolio in Q1 2024, its #103 holding.
  • 800 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.